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AWSHX vs OALVX
AWSHX vs OALVX Comparison
Open Charts AWSHX vs OALVX
AWSHX vs OALVX Comparison Chart in %
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AWSHX vs. OALVX commentary
Aug 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWSHX is a StrongBuy and OALVX is a Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OALVX (1.95B). AWSHX pays higher dividends than OALVX: AWSHX (1.20) vs OALVX (0.70). AWSHX was incepted earlier than OALVX: AWSHX (74 years) vs OALVX (23 years). OALVX (1.17) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 32.00 vs. OALVX (16.00). AWSHX (6%) and OALVX (6%) have equivalent initial investment costs. AWSHX has a lower initial minimum investment than OALVX: AWSHX (250) vs OALVX (1000). OALVX annual gain was more profitable for investors over the last year : 13.04 vs. AWSHX (7.27). AWSHX return over 5 years is better than : 28.09 vs. OALVX (10.83).
| AWSHX | OALVX | AWSHX / OALVX | |
| Total Expense Ratio | 0.55 | 1.17 | 47% |
| Annual Report Gross Expense Ratio | 0.55 | 1.17 | 47% |
| Fund Existence | 74 years | 23 years | - |
| Gain YTD | 6.463 | 14.206 | 45% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 1.95B | 11,168% |
| Annual Yield % from dividends | 1.20 | 0.70 | 173% |
| Returns for 1 year | 7.27 | 13.04 | 56% |
| Returns for 3 years | 33.24 | 21.37 | 156% |
| Returns for 5 years | 28.09 | 10.83 | 259% |
| Returns for 10 years | 78.89 | 53.71 | 147% |
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